---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-23-071177"
form_type: "8-K"
ticker: "PRI"
cik: "0001475922"
company_name: "Primerica, Inc."
filed_at: "2023-12-18T23:59:59+00:00"
generated_at: "2026-06-07T11:15:31.044731+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Primerica names Tracy Tan as CFO, effective Dec 20, 2023; Alison Rand to retire Apr 1, 2024

## Summary
- Alison Rand ceases as principal financial officer Dec 20, 2023; retirement set for Apr 1, 2024.
- Tracy Tan appointed CFO and principal financial officer effective Dec 20, 2023.
- Nicholas Jendusa, EVP and Controller, appointed principal accounting officer effective Dec 20, 2023.
- Rand will remain employed until Apr 1, 2024 to provide transition support.
- Tan's appointment follows prior disclosure of her as successor to Rand.

## SEC filing metadata
- accession: 0000950170-23-071177
- form_type: 8-K
- ticker: PRI
- cik: 0001475922
- company_name: Primerica, Inc.
- filed_at: 2023-12-18T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1475922/000095017023071177/0000950170-23-071177-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1475922/000095017023071177/pri-20231218.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-23-071177
- JSON: https://secwatch.observer/filing/0000950170-23-071177.json
- Plain text: https://secwatch.observer/filing/0000950170-23-071177.txt

## Key facts
- Executive change
  Tracy Tan was appointed as Chief Financial Officer at Primerica, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On December 18, 2023, the Company’s Board of Directors appointed Ms. Tan as the Company’s Chief Financial Officer, and as the Company’s principal financial officer, in each case effective December 20, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1475922/000095017023071177/0000950170-23-071177-index.htm
- Executive change
  Nicholas A. Jendusa was appointed as Principal Accounting Officer at Primerica, Inc..
  - Action: appointed
  - Role: Principal Accounting Officer
  source text: On December 18, 2023, the Company’s Board of Directors appointed Nicholas A. Jendusa, the Company’s Executive Vice President and Controller, as the Company’s principal accounting officer effective as of December 20, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1475922/000095017023071177/0000950170-23-071177-index.htm
- Executive change
  Alison Rand departed as Chief Financial Officer at Primerica, Inc..
  - Action: cease
  - Role: Chief Financial Officer
  source text: Ms. Rand will cease serving as principal financial officer and principal accounting officer of the Company on December 20, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1475922/000095017023071177/0000950170-23-071177-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.